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iShares Preferred and Income Securities ETF

726 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
401
CreativeOne Wealth
Kansas
$637K +$51.6K +1,408 +9%
KA
402
Kovack Advisors
Florida
$633K +$40.9K +1,115 +7%
AWA
403
Arete Wealth Advisors
Illinois
$632K +$2.67K +73 +0.4%
WP
404
WealthShield Partners
North Carolina
$632K +$491K +13,403 +357%
TWA
405
TCI Wealth Advisors
Arizona
$630K -$45.8K -1,250 -7%
GC
406
Guggenheim Capital
Illinois
$629K -$87.9K -2,400 -12%
SAM
407
Shamrock Asset Management
Texas
$628K +$385K +10,520 +161%
SWM
408
Sanctuary Wealth Management
Idaho
$626K -$84.9K -2,317 -12%
KFGK
409
Keystone Financial Group (Kentucky)
Kentucky
$626K -$23.6K -645 -4%
CT
410
Coastline Trust
Rhode Island
$619K -$71.5K -1,950 -10%
CL
411
Choreo LLC
Illinois
$619K +$19.9K +543 +3%
PA
412
Pinnacle Associates
New York
$619K +$109K +2,979 +22%
PSUF
413
People's United Financial
Connecticut
$614K +$610K +16,652 New
RG
414
Rathbones Group
United Kingdom
$613K -$12.3K -335 -2%
FNBT
415
FineMark National Bank & Trust
Florida
$604K +$172K +4,702 +40%
DCM
416
Delta Capital Management
New Jersey
$602K +$34.1K +930 +6%
SFG
417
SNS Financial Group
Minnesota
$599K +$11K +300 +2%
CSA
418
Cottage Street Advisors
Massachusetts
$597K -$128K -3,499 -18%
PGAM
419
Princeton Global Asset Management
New Jersey
$594K +$2.42K +66 +0.4%
CFG
420
Citizens Financial Group
Rhode Island
$593K -$81.4K -2,222 -12%
PFA
421
Paradigm Financial Advisors
Missouri
$590K +$586K +16,002 New
SCA
422
Sage Capital Advisors
South Dakota
$589K +$4.95K +135 +0.9%
NSB
423
Norway Savings Bank
Maine
$589K +$143K +3,903 +32%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$587K
VWA
425
V Wealth Advisors
Kansas
$584K +$63K +1,719 +12%

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.